ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 625 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,749 | -2.3% | 3,255 | +2.4% | 0.03% | +3.7% |
| Q2 2023 | $512,584 | +4.9% | 3,180 | -1.2% | 0.03% | -3.6% |
| Q1 2023 | $488,667 | +28.6% | 3,220 | +22.9% | 0.03% | +21.7% |
| Q4 2022 | $379,939 | +12.7% | 2,619 | 0.0% | 0.02% | +9.5% |
| Q3 2022 | $337,000 | -7.2% | 2,619 | -0.9% | 0.02% | -4.5% |
| Q2 2022 | $363,000 | -11.7% | 2,644 | 0.0% | 0.02% | +4.8% |
| Q1 2022 | $411,000 | -2.4% | 2,644 | -1.6% | 0.02% | +5.0% |
| Q4 2021 | $421,000 | +11.1% | 2,688 | +3.2% | 0.02% | 0.0% |
| Q3 2021 | $379,000 | -1.3% | 2,604 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $384,000 | +2.4% | 2,604 | -1.9% | 0.02% | -9.1% |
| Q1 2021 | $375,000 | +7.4% | 2,654 | -2.6% | 0.02% | +4.8% |
| Q4 2020 | $349,000 | +14.1% | 2,724 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $306,000 | -12.8% | 2,724 | -16.1% | 0.02% | -19.2% |
| Q2 2020 | $351,000 | -4.6% | 3,246 | -15.1% | 0.03% | -21.2% |
| Q1 2020 | $368,000 | -26.0% | 3,824 | 0.0% | 0.03% | -8.3% |
| Q4 2019 | $497,000 | +9.0% | 3,824 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $456,000 | +21.0% | 3,824 | +18.1% | 0.04% | +20.0% |
| Q2 2019 | $377,000 | +3.3% | 3,237 | 0.0% | 0.03% | -3.2% |
| Q1 2019 | $365,000 | +9.6% | 3,237 | -1.5% | 0.03% | -3.1% |
| Q4 2018 | $333,000 | -12.6% | 3,287 | 0.0% | 0.03% | +3.2% |
| Q3 2018 | $381,000 | +5.2% | 3,287 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $362,000 | -4.5% | 3,287 | -5.2% | 0.03% | -8.8% |
| Q1 2018 | $379,000 | +19.2% | 3,467 | +24.5% | 0.03% | +17.2% |
| Q4 2017 | $318,000 | +6.0% | 2,784 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $300,000 | +1.0% | 2,784 | -1.8% | 0.03% | 0.0% |
| Q2 2017 | $297,000 | -19.3% | 2,834 | -19.9% | 0.03% | -21.6% |
| Q1 2017 | $368,000 | +105.6% | 3,540 | +100.9% | 0.04% | +94.7% |
| Q4 2016 | $179,000 | +2.9% | 1,762 | -3.8% | 0.02% | 0.0% |
| Q3 2016 | $174,000 | +1.2% | 1,832 | -0.8% | 0.02% | -5.0% |
| Q2 2016 | $172,000 | -14.4% | 1,847 | -17.5% | 0.02% | -13.0% |
| Q1 2016 | $201,000 | +1082.4% | 2,238 | +1019.0% | 0.02% | +1050.0% |
| Q4 2013 | $17,000 | +6.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $16,000 | -5.9% | 200 | -13.4% | 0.00% | -33.3% |
| Q2 2013 | $17,000 | – | 231 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 519,429 | $49,995,000 | 27.23% |
| LPWM LLC | 193,875 | $18,660,000 | 20.33% |
| AMARILLO NATIONAL BANK | 394,027 | $37,925,000 | 15.64% |
| Florin Court Capital LLP | 7,773 | $748,000 | 13.96% |
| Halpern Financial, Inc. | 135,000 | $12,993,753 | 12.23% |
| Salomon & Ludwin, LLC | 445,955 | $42,923,000 | 11.04% |
| Strategic Wealth Partners Group, LLC | 370,968 | $35,706,000 | 10.39% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 143,724 | $13,833,000 | 9.76% |
| Powell Investment Advisors, LLC | 77,949 | $7,503,000 | 9.09% |
| Blue Zone Wealth Advisors, LLC | 100,614 | $9,684,000 | 9.08% |